Arkolith/Funds/Richard Bernstein Advisors LLC

Richard Bernstein Advisors LLC

CIK 1528214
Holdings as of Mar 31, 2026·disclosed Apr 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Richard Bernstein Advisors LLC holds a focused book of 227 stocks worth $3.4B as of Q1 2026 (disclosed Apr 22, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core Msci Dev MKTS and trimmed Vanguard Value ETF. Their largest long position is Ishares Core Msci Dev MKTS at 15% of the equity book.

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Use Arkolith to show Richard Bernstein Advisors LLC's latest
holdings, largest changes, and filing provenance.
Opened
81
new positions
Added to
14
existing
Trimmed
48
reduced
Sold out
28
exited

Concentration

Top-heavy: focused book

Top 5 holdings
52%
Top 10 holdings
78%
Top 20 holdings
90%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

16% mapped to company sectors

ETF / fund or unclassified
84%
Financials
5%
Information Technology
4%
Industrials
3%
Consumer Discretionary
1%
Health Care
1%
Utilities
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

227 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE MSCI INTL
$516.3M6.18M
15.0%
New
New position
2Ishares TR
MSCI USA QLT FCT
$354.1M1.85M
10.3%
28×
Added · +1.8M sh
3Ishares TR
7-10 YR TRSY BD
$350.6M3.67M
10.2%
New
New position
4BlackRock ETF Trust II
ISHARES AAA CLO
$320.7M6.19M
9.3%
New
New position
5Ishares Inc
MSCI EMRG CHN
$267.5M3.40M
7.8%
+26%
Added · +694K sh
6Invesco Exch Traded FD TR II
NATL AMT MUNI
$209.2M9.10M
6.1%
+199%
Added · +6.1M sh
7Vanguard Index FDS
VALUE ETF
$190.3M969.9K
5.5%
−42%
Reduced · −692K sh
8SPDR Series Trust
STATE STREET SPD
$166.3M1.14M
4.8%
+12%
Added · +121K sh
9Ishares TR
MBS ETF
$156.5M1.65M
4.5%
165k×
Added · +1.6M sh
10SPDR Series Trust
STATE STREET SPD
$146.0M1.59M
4.2%
398k×
Added · +1.6M sh
11Fidelity Covington Trust
MSCI INFO TECH I
$123.6M594.0K
3.6%
−55%
Reduced · −740K sh
12Graniteshares Gold TR
SHS BEN INT
$99.3M2.15M
2.9%
−2.0%
Reduced · −44K sh
13Select Sector SPDR TR
STATE STREET COM
$37.2M335.5K
1.1%
−50%
Reduced · −335K sh
14Ishares TR
GLOB HLTHCRE ETF
$37.1M397.0K
1.1%
−69%
Reduced · −887K sh
15Nvidia Corporation
COM
$29.9M171.7K
0.9%
−1.8%
Reduced · −3K sh
16Apple Inc
COM
$26.0M102.4K
0.8%
−3.7%
Reduced · −4K sh
17Microsoft Corp
COM
$18.7M50.5K
0.5%
+4.6%
Added · +2K sh
18Vanguard Intl Equity Index F
TT WRLD ST ETF
$14.2M102.5K
0.4%
23×
Added · +98K sh
19Amazon Com Inc
COM
$13.9M66.7K
0.4%
Held
20Alphabet Inc
CAP STK CL A
$11.7M40.7K
0.3%
−3.4%
Reduced · −1K sh
21Alphabet Inc
CAP STK CL C
$9.7M33.7K
0.3%
−7.4%
Reduced · −3K sh
22Broadcom Inc
COM
$9.6M31.2K
0.3%
−3.4%
Reduced · −1K sh
23Meta Platforms Inc
CL A
$8.5M14.9K
0.2%
−4.7%
Reduced · −744 sh
24Tesla Inc
COM
$7.0M18.8K
0.2%
−6.0%
Reduced · −1K sh
25JPMorgan Chase & Co
COM
$5.3M17.9K
0.2%
−11%
Reduced · −2K sh
26Johnson & Johnson
COM
$5.1M21.0K
0.1%
Held
27Eli Lilly & Co
COM
$4.9M5.3K
0.1%
−11%
Reduced · −661 sh
28Argan Inc
COM
$4.6M8.4K
0.1%
New
New position
29Mastec Inc
COM
$4.3M13.5K
0.1%
New
New position
30Comfort Sys USA Inc
COM
$3.9M2.8K
0.1%
New
New position
31Coca Cola Co
COM
$3.8M49.5K
0.1%
Held
32Sterling Infrastructure Inc
COM
$3.7M9.1K
0.1%
New
New position
33Exxon Mobil Corp
COM
$3.6M21.4K
0.1%
Held
34Ishares TR
CORE 60/40 BALAN
$3.6M55.9K
0.1%
+263%
Added · +40K sh
35Chevron Corporation
COM
$3.4M16.2K
0.1%
Held
36Emcor Group Inc
COM
$3.3M4.5K
0.1%
New
New position
37Berkshire Hathaway Inc Del
CL B NEW
$3.2M6.8K
0.1%
−18%
Reduced · −1K sh
38Philip Morris Intl Inc
COM
$3.2M19.3K
0.1%
Held
39Primoris Svcs Corp
COM
$3.1M21.8K
0.1%
New
New position
40Targa Res Corp
COM
$3.0M11.9K
0.1%
Held
41Saia Inc
COM
$3.0M8.5K
0.1%
New
New position
42BWX Technologies Inc
COM
$3.0M14.4K
0.1%
New
New position
43SPX Technologies Inc
COM
$2.9M14.7K
0.1%
New
New position
44Huntington Ingalls Inds Inc
COM
$2.9M7.6K
0.1%
New
New position
45C H Robinson Worldwide In
COM NEW
$2.9M17.3K
0.1%
New
New position
46Dycom Inds Inc
COM
$2.9M8.4K
0.1%
New
New position
47Micron Technology Inc
COM
$2.8M8.4K
0.1%
−12%
Reduced · −1K sh
48Pepsico Inc
COM
$2.8M18.3K
0.1%
Held
49Western Digital Corp
COM
$2.8M10.5K
0.1%
−33%
Reduced · −5K sh
50S&P Global Inc
COM
$2.8M6.6K
0.1%
Held
Showing 50 of 227 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 22, 2026227$3.4B13F-HR
Q4 2025Dec 31, 2025Feb 3, 2026174$3.4B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025204$3.5B13F-HR
Q2 2025Jun 30, 2025Aug 6, 2025212$4.1B13F-HR
Q1 2025Mar 31, 2025Apr 29, 2025223$4.1B13F-HR
Q4 2024Dec 31, 2024Feb 4, 2025219$4.4B13F-HR
Q3 2024Sep 30, 2024Nov 8, 2024225$4.7B13F-HR
Q2 2024Jun 30, 2024Jul 30, 2024209$4.5B13F-HR
Q1 2024Mar 31, 2024May 9, 2024213$4.7B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024227$4.5B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023202$4.5B13F-HR
Q2 2023Jun 30, 2023Aug 11, 2023175$4.7B13F-HR
Q1 2023Mar 31, 2023May 12, 2023203$4.7B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023204$4.5B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022210$4.0B13F-HR
Q2 2022Jun 30, 2022Aug 2, 2022236$4.6B13F-HR
Q1 2022Mar 31, 2022May 12, 2022260$5.1B13F-HR
Q4 2021Dec 31, 2021Feb 11, 2022263$5.2B13F-HR
Q3 2021Sep 30, 2021Nov 9, 2021291$5.0B13F-HR
Q2 2021Jun 30, 2021Aug 5, 2021316$4.8B13F-HR
Q1 2021Mar 31, 2021May 14, 2021298$4.4B13F-HR
Q4 2020Dec 31, 2020Feb 9, 2021278$4.1B13F-HR
Q3 2020Sep 30, 2020Nov 12, 2020248$3.6B13F-HR
Q2 2020Jun 30, 2020Aug 14, 2020248$3.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.